ESTATE PLANNING QUESTIONNAIRE

Created by The Firm to assist clients with their Assembly of Essential Information that The Firm requires to prepare Clients' Estate Planning Document

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STATE BAR OF CALIFORNIA

• CONFIRMATION OF ATTORNEY’S MEMBERSHIP STATUS

SECRETARY OF STATE OF CALIFORNIA

• BUSINESS ENTITY NAME SEARCH/AVAILABILITY
• Domestic Partnership Applications and Instructions

LOS ANGELES COUNTY SUPERIOR COURT:

• Status of Active Civil Litigation Matters